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Wealthfront Advisers LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthfront Advisers LLC on SOFI, newest first. How the timeline and the estimate are built.

Wealthfront Advisers LLC held 236,417 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,417 shares
    Change vs previous 13F +52,189 shares

    0.01% of the 13F portfolio, value $4,238,957.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,228 shares
    Change vs previous 13F +17,594 shares

    0.01% of the 13F portfolio, value $2,925,541.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 166,634 shares
    Change vs previous 13F +18,672 shares

    0.01% of the 13F portfolio, value $4,362,478.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,962 shares
    Change vs previous 13F +7,631 shares

    0.01% of the 13F portfolio, value $3,909,156.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 140,331 shares
    Change vs previous 13F -11,469 shares

    0.01% of the 13F portfolio, value $2,555,428.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,800 shares
    Change vs previous 13F +27,456 shares

    <0.01% of the 13F portfolio, value $1,765,434.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 124,344 shares
    Change vs previous 13F +20,215 shares

    0.01% of the 13F portfolio, value $1,914,898.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $818,454.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).